Search Back to top Filter ResultsLocationProducts (11)ClassificationArticle typeCategoryGuideTopicHow-toReferenceTutorialFAQRelease NoteVideosTool Landing PageTutorial ListFAQ ListPermissions ListWorkflow ListTool OverviewRelease Notes ListStageStubDraftReviewFinalOutdatedObsoleteSME ReviewFinal ReviewPublish ReadyPublishedDeprecatedLanguageEnglish-USEnglish-AUSpanishFrench-CAReady to TranslateYesNoInclude attachmentsContent TypeDocumentImageOther Searching inAll resultsAbout 11 resultsEdit a Project from the Dashboard in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/edit-a-project-from-the-dashboard-in-portfolio-financialsHow to edit a project from the Dashboard in Portfolio Financials and Capital Planning.Archive a Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/archive-a-project-in-portfolio-financialsHow to archive a Portfolio Financials project in Procore.Mark a Project as Complete from the Dashboard in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/mark-a-project-as-complete-from-the-dashboard-in-portfolio-financialsHow to mark a project as complete from the Dashboard in Portfolio Financials and Capital Planning.Delete a Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/delete-a-project-in-portfolio-financialsHow to delete a project from Portfolio Financials and Capital Planning.Dashboard (Portfolio Financials)https://support.procore.com/products/portfolio-financials/user-guide/dashboardThis is the landing page for support articles about the Project Page in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation related to the Project Page.Add a New Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/add-a-new-project-in-portfolio-financialsHow to add a new Portfolio Financials project in Procore.View Projects on the Dashboard in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/view-projects-on-the-dashboard-in-portfolio-financialsHow to view projects on the Dashboard in Portfolio Financials.Add Comments for Projects from the Dashboard in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/add-comments-for-projects-from-the-dashboard-in-portfolio-financialsHow to add comments for projects from the Dashboard in Portfolio Financials.Dashboard - FAQ (Portfolio Financials)https://support.procore.com/products/portfolio-financials/user-guide/dashboard/faqThis page includes links to frequently asked questions about the Dashboard in Portfolio Financials.Add or Manage Project Types in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/add-or-manage-project-types-in-portfolio-financialsHow to add or manage project types in Portfolio Financials.Search for and Filter Projects in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/search-for-and-filter-projects-in-portfolio-financialsHow to search for and filter projects on the Dashboard in Portfolio Financials.Show more results
